For Coaches & Consultants
You didn't become a coach to spend hours on session prep, follow-ups, and lead nurturing. This playbook gives you an AI that reviews client history, sends personalized check-ins, and keeps prospects warm — while you focus on the transformations that actually matter.
The practical playbook for turning AI into your session prep assistant and client relationship manager. Not generic prompts. Not another CRM you won't use. An always-on system that handles the logistics so you can scale without burning out.
A practical guide to putting AI to work in your coaching practice
Put To Work
The average coach spends 10-15 hours per week on prep, follow-ups, and administrative tasks. That's time you could spend with clients or building your practice.
Not another CRM to maintain. An assistant that handles the logistics and client relationship management so you can focus on coaching.
Your AI reads past session notes, highlights recurring themes, tracks progress on goals, and suggests discussion topics. Walk into every call fully prepared with a 60-second briefing instead of an hour of review. Clients notice the continuity.
5 hours → 30 minutes per week on prep
Automated weekly check-ins customized to each client's goals, recent progress, and conversation history. They feel supported between sessions. You build deeper trust without spending 2 hours crafting individual messages every Sunday.
Build stronger relationships, zero manual effort
Prospects who aren't ready today get educational content, success stories, and soft check-ins automatically. When they're finally ready to commit, you're top-of-mind and the relationship is already warm. No more cold leads disappearing into the void.
Convert 30-40% more prospects over time
Monitor goal completion, engagement patterns, and momentum indicators across all clients. Your AI alerts you when someone might be stuck, losing motivation, or at risk of churning. Intervene early, save relationships, prevent cancellations.
Reduce churn by 20-30%
Post-session summaries with action items, key insights, and progress markers — sent to clients within an hour of your call. They remember what you discussed and follow through better. You don't spend 30 minutes per client on documentation.
30 minutes → 5 minutes per session on notes
Automated welcome sequences, intake questionnaires, goal-setting frameworks, and pre-first-session prep. Every new client gets a professional, thorough onboarding experience without you manually coordinating every step.
Consistent quality, zero setup time per client
70+ pages. Every workflow. Every template. Every client interaction system. Copy, configure, coach better.
Step-by-step setup to connect your calendar, note-taking tools, and client communication. No coding required. Working system by end of day.
How your AI reviews client history, highlights patterns, and generates pre-session briefs. Walk into every call fully prepared without hours of manual review.
Personalized weekly check-ins based on goals, progress, and recent conversations. Templates that adapt to each client's communication style and needs.
Educational content sequences, success story sharing, and re-engagement campaigns. Turn cold prospects into warm clients without manual follow-up.
Goal monitoring frameworks, engagement pattern analysis, and early warning systems. Know which clients need attention before they churn.
Automatic session summary generation, action item tracking, and client-facing recap emails. Professional documentation without the admin burden.
Welcome workflows, intake questionnaires, goal-setting frameworks, and first-session prep. Consistent, high-quality onboarding on autopilot.
Community management, Q&A monitoring, content delivery, and engagement tracking. Scale group programs without drowning in logistics.
Scheduling optimization, payment reminders, renewal sequences, and capacity planning. Run your practice like a business, not a side hustle.
Every configuration file, every email template, every workflow — ready to copy and customize. From zero to working AI assistant in hours.
Download the PDF. Follow the setup to connect your calendar, notes, and communication tools.
Set up client profiles, check-in templates, and session prep automation. Takes one afternoon.
Session prep, check-ins, lead nurturing, documentation — running automatically while you transform lives.
Only if you tell them. The system is designed for behind-the-scenes automation like prep work, documentation, and follow-up drafting. Your actual coaching stays personal and authentic. Many coaches transparently share that they use AI for admin efficiency.
Yes. Your AI reads past session notes, identifies recurring themes, tracks progress on goals, and surfaces important context. It's like having a research assistant who reviews everything before you walk in. You still bring the coaching expertise.
The playbook includes frameworks for tracking goals, milestones, and engagement patterns. Your AI flags clients who might be stuck, losing momentum, or at risk of churning so you can intervene proactively.
Both. The workflows adapt to your model. Group coaches get community management automation and content delivery systems. One-on-one coaches get deeper personalization and relationship management tools.
API costs typically run $10-25/month depending on client count and automation usage. Compare that to hiring an assistant at $2,000+/month or losing clients because you're too busy to follow up.
CRMs require you to do the data entry and maintenance. This system extracts information from your existing workflows — session notes, emails, calendar — and does the relationship management for you. It's proactive, not another database to update.
The playbook covers everything — session prep, client check-ins, lead nurturing, progress tracking, and the daily automation that lets you focus on transformation.
Get the Playbook — $19PDF download · Instant access · All templates included